---
title: Export demand financials as an Excel or CSV file
description: Export the costs or baseline comparison data for a demand to share with stakeholders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/export-financials-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Manage financials for demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Export demand financials as an Excel or CSV file

Export the costs or baseline comparison data for a demand to share with stakeholders.

## Before you begin

Role required: it\_demand\_manager

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace**.

2.  Select the Demands icon \[Omitted image "demands-icon.png"\].

3.  Open a demand from the **List** page.

4.  Select **Financials** from the navigation menu.

5.  Select the Export icon.

    \[Omitted image "fin-export-option.png"\] Alt text:

6.  In the Export side panel, select the file type as **Excel** or **CSV**.

7.  Select the **Export** button.

    The financials data is downloaded as an Excel or CSV file with `name_fin_mmddyy` naming convention. The breakdown of the naming convention:

    -   **name**

        Contains the first 10 characters of the planning item name.

    -   **fin**

        Indicates that the file contains financial data.

    -   **mmddyy**

        System date when you export this data.

    For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads `documentat_fin_012624`.

    **Note:** You can export financials data from Cost view and Baselines comparison view.